Purchases and Sales Made in Q1 2025 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q1 2025. The information is specifically focused on institutions that hold shares of Aon plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
102+ 38.35% |
$35.5K - $41.8K
|
368
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
101+ 4.67% |
$35.2K - $41.3K
|
2.26K
$807K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
101New |
$35.2K - $41.3K
|
101
$36K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
100+ 8.67% |
$34.8K - $40.9K
|
1.25K
$447K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 0.12% |
$34.8K - $40.9K
|
84.3K
$30M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
99+ 4.44% |
$34.5K - $40.5K
|
2.33K
$830K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
92+ 5.04% |
$32.1K - $37.7K
|
1.92K
$684K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
92New |
$32.1K - $37.7K
|
92
$32.8K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
90+ 4.74% |
$31.4K - $36.8K
|
1.99K
$709K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 8.96% |
$31.4K - $36.8K
|
1.09K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
87+ 14.8% |
$30.3K - $35.6K
|
675
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
85+ 2.82% |
$29.6K - $34.8K
|
3.1K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
84+ 5.66% |
$29.3K - $34.4K
|
1.57K
$559K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 12.17% |
$28.9K - $34K
|
765
$273K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82+ 61.65% |
$28.6K - $33.6K
|
215
$76.7K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
81+ 10.0% |
$28.2K - $33.2K
|
891
$318K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
80+ 1.87% |
$27.9K - $32.7K
|
4.37K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
77New |
$26.8K - $31.5K
|
77
$27.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76+ 4.29% |
$26.5K - $31.1K
|
1.85K
$659K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
69New |
$24K - $28.2K
|
69
$24.6K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
69+ 10.53% |
$24K - $28.2K
|
724
$258K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
67+ 3.5% |
$23.3K - $27.4K
|
1.98K
$706K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
66+ 2.61% |
$23K - $27K
|
2.59K
$925K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
63+ 4.39% |
$22K - $25.8K
|
1.5K
$535K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
62+ 2.05% |
$21.6K - $25.4K
|
3.09K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
60New |
$20.9K - $24.6K
|
60
$21.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
59+ 1.71% |
$20.6K - $24.1K
|
3.5K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
59+ 111.32% |
$20.6K - $24.1K
|
112
$39.9K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
58+ 0.24% |
$20.2K - $23.7K
|
24.4K
$8.7M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
57New |
$19.9K - $23.3K
|
57
$20.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
56+ 0.86% |
$19.5K - $22.9K
|
6.54K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55+ 9.05% |
$19.2K - $22.5K
|
663
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
53+ 1060.0% |
$18.5K - $21.7K
|
58
$20.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
53+ 4.39% |
$18.5K - $21.7K
|
1.26K
$450K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53+ 3.36% |
$18.5K - $21.7K
|
1.63K
$582K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
53+ 2.5% |
$18.5K - $21.7K
|
2.17K
$775K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
53New |
$18.5K - $21.7K
|
53
$18.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
51New |
$17.8K - $20.9K
|
51
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
51+ 5.5% |
$17.8K - $20.9K
|
979
$349K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
49+ 0.31% |
$17.1K - $20.1K
|
16K
$5.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
48+ 4.07% |
$16.7K - $19.6K
|
1.23K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
47+ 3.6% |
$16.4K - $19.2K
|
1.35K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
47+ 8.01% |
$16.4K - $19.2K
|
634
$226K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
47+ 5.23% |
$16.4K - $19.2K
|
945
$337K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
46+ 2.75% |
$16K - $18.8K
|
1.72K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
45+ 4.89% |
$15.7K - $18.4K
|
966
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
44+ 4.95% |
$15.3K - $18K
|
932
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
42+ 4.71% |
$14.6K - $17.2K
|
934
$333K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
42+ 2100.0% |
$14.6K - $17.2K
|
44
$15.7K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
41+ 0.21% |
$14.3K - $16.8K
|
19.2K
$6.85M
|